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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,132 | $111,814-90.0% | $103,378-89.2% | $145,978-92.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.80% | 24.80%-15.0pp | 24.91%-15.1pp | 550.52%-540.7pp |
| Employer contribution / active EE | $2,335 | $4,215-44.6% | $3,870-39.7% | $4,662-49.9% |
| Participant deferral / active EE | $307 | $5,618-94.5% | $5,058-93.9% | $6,690-95.4% |
| Admin fee / account holder | $79 | $9,764-99.2% | $8,401-99.1% | $13,400-99.4% |